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KBW Financial Staffing & Recruiting

Senior CFP Relationship Manager for High-Net-Worth Clients

KBW Financial Staffing & Recruiting, Portsmouth, New Hampshire, United States, 00215

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A leading investment advisory firm is looking for a Relationship Manager – CFP to provide financial planning for high-net-worth clients in the Seacoast Region of NH. The role requires a CFP with over 10 years of experience and the ability to manage significant assets. Responsibilities include delivering comprehensive financial advice, maintaining client relationships, and supporting business development. Competitive salary in the range of $175,000 – $225,000 plus bonuses is offered. The position is onsite in NH and does not sponsor visas. #J-18808-Ljbffr